via LinkedIn
$70K - 120K a year
Leading operational initiatives and scaling business units to drive growth and efficiency.
Extensive leadership experience in operations, strong strategic and process skills, but lacks sales, financial licensing, and product knowledge required for the financial wholesaler role.
Note: The job is a remote job and is open to candidates in USA. Equitable is a company dedicated to helping clients secure their financial well-being. They are seeking a Regional Vice President External Wholesaler to drive growth of Annuity sales through existing advisors in East Tennessee, North Carolina, and South Carolina, requiring significant travel within the territory. Responsibilities • Develop and manage consultative relationships with existing Third Party advisors • Assess and identify the needs of advisor clients in order to promote new products • Develop new producers while retaining existing producers to grow market share in excess of 15% • Educate and train advisors on Annuity products • Champion for headquarters marketing campaigns at local client level • Develop new relationships. Responsible for territory management • Utilize internal sales desk for enhanced customer service • Follow up on Internal Sales Desk leads • Maintain sales goals. Candidate must be able to identify, create and implement annuity sales opportunities • The candidate will be responsible for communication with Divisional Vice Presidents on an ongoing basis Skills • FINRA Series 6 or 7 and Series 63 registrations • Resident State Life, Health and Variable Annuities Insurance license • Thorough knowledge of Variable Annuities and Mutual Funds • 2+ years direct sales or wholesaling experience • Experience selling annuities in East Tennessee, North Carolina and South Carolina markets • Bachelor's degree • CLU, ChFC and/or CFP • Exceptional communication/interpersonal skills • Highly Organized • Technically savvy with computer and MS Office products Benefits • Medical • Dental • Vision • A 401(k) plan • Paid time off Company Overview • Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.
This job posting was last updated on 1/6/2026